See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,697 | $100,901-10.1% | $75,670+19.9% | $147,584-38.5% |
| Participation rate | 85.7% | 77.1%+8.6pp | 72.3%+13.4pp | 82.8%+2.9pp |
| Annual return | 20.07% | 35.78%-15.7pp | 27.34%-7.3pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,740 | $3,253-15.8% | $2,352+16.5% | $4,876-43.8% |
| Participant deferral / active EE | $8,202 | $4,027+103.7% | $3,142+161.0% | $5,439+50.8% |
| Admin fee / account holder | $866 | $11,285-92.3% | $5,800-85.1% | $10,885-92.0% |